Consolidated Portfolio Review Corp Purchases in Q2 2025

Consolidated Portfolio Review Corp

  • $723 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
1.84K
+ 4.66%
$354.56 - $497.45 $652K - $915K
41.3K $20.5B
Fidelity Wise Origin Bitcoin
9.6K
+ 6.81%
N/A
150K $14.1B
IVV
Ishares Core S&P 500 ETF

ETFs
5.08K
+ 269.99%
$498.8 - $620.9 $2.54M - $3.16M
6.97K $4.33B
NVDA
Nvidia Corp

Technology
4.89K
+ 12.71%
$94.31 - $157.99 $461K - $773K
43.4K $6.85B
VUG
Vanguard Growth ETF

ETFs
284
+ 0.77%
$329.49 - $438.4 $93.6K - $125K
37.3K $16.3B
IWF
Ishares Russell 1000 Gr ETF

ETFs
335
+ 0.9%
$320.42 - $421.7 $107K - $141K
37.7K $16B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.86K
+ 43.13%
$416.06 - $551.64 $1.19M - $1.58M
9.49K $5.23B
RWL
Invesco Exchange Traded Fd Tr

ETFs
18K
+ 42.6%
$89.02 - $104.29 $1.6M - $1.87M
60.1K $6.27B
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
23.3K
New
$68.32 - $85.57 $1.59M - $1.99M
23.3K $1.99B
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
7.41K
+ 11.31%
$60.61 - $87.72 $449K - $650K
72.9K $6.18B
Blackrock Income Tr Inc
149K
+ 311.81%
N/A
197K $2.32B
GCOR
Goldman Sachs ETF Tr Access U

ETFs
42.2K
New
$40.39 - $41.46 $1.7M - $1.75M
42.2K $1.74B
AMZN
Amazon Com Inc

Consumer Cyclical
3.92K
+ 13.75%
$167.32 - $223.3 $656K - $876K
32.5K $7.12B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.14K
+ 45.06%
$496.48 - $617.85 $1.06M - $1.32M
6.9K $4.26B
BHK
Blackrock Core Bond Trust

Financial Services
160K
+ 1179.27%
$9.5 - $11.0 $1.52M - $1.76M
173K $1.68B
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
122K
+ 98.44%
$11.76 - $13.64 $1.44M - $1.67M
246K $3.13B
VEA
Vanguard Ftse Developed Market

ETFs
3.09K
+ 1.66%
$45.65 - $57.01 $141K - $176K
189K $10.8B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
24.8K
New
$50.36 - $50.68 $1.25M - $1.26M
24.8K $1.26B
VZ
Verizon Communications Inc

Communication Services
33.8K
+ 30.85%
$41.67 - $45.62 $1.41M - $1.54M
143K $6.2B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.7K
+ 63.48%
$456.74 - $568.03 $777K - $967K
4.38K $2.49B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.85K
+ 2.68%
$97.68 - $121.38 $181K - $225K
71K $8.62B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
16.7K
+ 320.64%
$59.8 - $60.07 $998K - $1M
21.9K $1.31B
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
22.9K
+ 135.78%
N/A
39.8K $1.58B
XLG
Invesco Exchange Traded Fd Tr

ETFs
4.6K
+ 3.88%
$40.94 - $52.1 $188K - $240K
123K $6.41B
Easterly Govt Pptys Inc
43K
New
N/A
43K $955M
RVT
Royce Value Trust, Inc.

Financial Services
60.9K
+ 131.25%
$12.5 - $15.21 $761K - $926K
107K $1.61B
AVGO
Broadcom Inc.

Technology
1.97K
+ 52.35%
$146.29 - $275.65 $288K - $543K
5.73K $1.58B
GE
General Electric CO

Industrials
3.69K
New
$166.81 - $257.39 $615K - $950K
3.69K $949M
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
24.9K
New
N/A
24.9K $868M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
10.1K
+ 15.11%
$77.74 - $78.78 $782K - $792K
76.6K $6.03B
UYLD
Angel Oak Fds Tr Ultrashort In
16K
New
N/A
16K $817M
SCHX
Schwab Strategic Tr Us Large C

ETFs
6.02K
+ 2.15%
$19.6 - $24.44 $118K - $147K
286K $7B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8.08K
+ 70.73%
$96.84 - $99.46 $782K - $803K
19.5K $1.93B
SLV
I Shares Silver Trust

ETFs
18K
+ 15.31%
$27.08 - $33.74 $486K - $606K
135K $4.43B
OVLH
Listed Fds Tr Overlay Shs Hedg

ETFs
20K
+ 123.78%
$31.98 - $36.65 $638K - $732K
36.1K $1.33B
USFR
Wisdomtree Floating Rate Treas

ETFs
15.7K
New
$50.28 - $50.47 $787K - $790K
15.7K $787M
TFLO
Ishares Treasury Floating Rate

ETFs
15.4K
New
$50.47 - $50.66 $776K - $779K
15.4K $778M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
410
+ 4.17%
$299.15 - $396.54 $123K - $163K
10.2K $4.06B
Lam Research Corp
2.32K
+ 10.56%
N/A
24.2K $2.36B
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.1K
+ 3.54%
$22.27 - $29.21 $113K - $149K
149K $4.35B
PAXS
Pimco Access Income Fund

Financial Services
52.6K
+ 52.96%
$14.15 - $16.12 $745K - $849K
152K $2.3B
WMT
Walmart Inc.

Consumer Defensive
2.7K
+ 6.17%
$81.79 - $99.98 $221K - $270K
46.4K $4.54B
EFV
Msci Eafe Value ETF

ETFs
10.9K
New
$52.4 - $64.65 $573K - $707K
10.9K $695M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
31K
+ 32.45%
$24.32 - $27.87 $754K - $864K
127K $3.35B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
12.4K
New
$43.53 - $54.46 $541K - $677K
12.4K $677M
GOOGL
Alphabet Inc.

Communication Services
1.9K
+ 12.11%
$144.7 - $178.6 $275K - $340K
17.6K $3.1B
ASML
Asml Holding Nv

Technology
820
New
$595.37 - $815.24 $488K - $668K
820 $657M
META
Meta Platforms, Inc.

Communication Services
337
+ 13.34%
$484.66 - $738.09 $163K - $249K
2.86K $2.11B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.01K
+ 0.73%
$39.89 - $49.46 $40.4K - $50.2K
141K $6.95B
Activity Summary
Buys All Purchases 312 New Holdings 84 Increased Positions 228 Sells All Sells 118 Reductions 118 Sold out 0 Options Calls 0 Puts 0
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